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Send Multiple Documents for Signature

October 17, 2024
Contributed by: 
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Multiple files can be uploaded during a single document sending session rather than having to repeat the entire process for each additional file you want to send.

  1. To send more than one document to a single signer or group of recipients, click Start Document and select Send for Signature. Upload the first file, or select the first Template you wish to send. You will then see a preview of the file. Next, click Add Another File to make your next selection.
  2. You will again have the option to upload another file or choose another Template.
  3. Repeat this process until you have uploaded or selected all of the desired documents, then click Prepare Document.
  4. You will then be prompted enter the name and email for the signers of the first document, including yourself as needed. When you are done designating the recipients, click Next: Place Fields.
  5. On the next screen you will create the annotation fields and signer fields for the document’s recipients as needed. Click Next Document when you are finished creating the fields for the first document.
  6. Repeat this process for every document you are sending for signature. You will notice any signers already marked on a document will auto-populate as signers on the next document you prepare.
  7. Once you finish preparing all of your documents, you can add or edit a custom name and message, designate additional CC parties, add an optional document passcode, and expiration to each document. Click Send Document when done.
Send Multiple Documents for Signature
October 17, 2024
Contributed by: 
P
October 17, 2024
Contributed by: 
P

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